Capital Wealth Alliance’s Zoom ZM Stock Holding History

Capital Wealth Alliance’s Portfolio ZM Stock Details ZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,407	Closed	-$251K	–	78
2025 Q1	$251K	Sell	3,407 -2,740	-45%	-$218K	0.15%	62
2024 Q4	$502K	Buy	+6,147	New	+$483K	0.28%	53

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Capital Wealth Alliance's ZM Position: Q2 2025 in Review

Capital Wealth Alliance sold out of Zoom (ZM) in Q2 2025, closing a stake of 3,407 shares — an estimated $251K sold.

Capital Wealth Alliance first reported a position in ZM in Q4 2024 and held it in 2 quarters. The position peaked at $502K in Q4 2024. 718 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

Capital Wealth Alliance reported no remaining Zoom position as of Q2 2025 after selling out during the quarter.
Capital Wealth Alliance sold 3,407 Zoom shares in Q2 2025, an estimated $251K.
Capital Wealth Alliance first reported a position in Zoom in Q4 2024 and held it in 2 quarters.
Capital Wealth Alliance's Zoom position peaked at $502K in Q4 2024.
718 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on Capital Wealth Alliance's 13F filing for Q2 2025, filed 30 Jul 2025.